ABA Practice Tasks & Workflow Automation \| StreamABA [ ![StreamABA](https://streamaba.com/build/assets/logo-dark-Bta4omRy.svg) ](/) [Home](https://streamaba.com) [Blog](https://streamaba.com/blog) [ Log in ](https://streamaba.com/login) [ Goto the Live Demo ](#get-started) [Home](https://streamaba.com) [Blog](https://streamaba.com/blog) [Log in](https://streamaba.com/login) [ Goto the Live Demo ](#get-started) Tasks & automation · Follow-up that doesn't depend on memory Nothing falls through. *Nobody has to remember.* ================================================== Tasks linked to the family, client, or authorization they're about, on one shared board. Workflow rules create the follow-up and hand it to the right person the moment a lead changes. Website Work email Goto the Live Demo RR **Created by workflow rule**Round-robin to Intake @ **You were mentioned**Comment on TSK-142 streamaba.com / tasks My tasks All tasks Created by me New task To do Call family within 24 hours Urgent Lead Today Request insurance card Medium Lead Oct 16 Schedule parent training Low Client Oct 22 In progress Start authorization renewal High Authorization Oct 15 Review signed intake packet Medium Lead Oct 17 Waiting Records from pediatrician Medium Client Oct 20 Done Send intake packet High Lead Oct 12 Tasks Every follow-up, attached to the right *family.* ------------------------------------------------ A task in StreamABA knows who it's about. Open it from the board or straight from the lead or client, and the whole conversation around it comes along. - Status, priority, due date, a primary assignee plus helpers, labels, and a time estimate - Linked to the lead, client, staff member, or authorization it's about - @mentions in comments and descriptions that notify your teammates - A shared task board, a task list, and a My Tasks view - A Tasks tab right on each client record TSK-142Start authorization renewal In progress Priority High Due Oct 15 Assignee Labels Renewal Linked to Client Authorization · 97153 @BCBA the progress report is due before we can submit. Can you have it ready by Friday? On it. Draft will be in the client's documents Thursday. Templates Write the checklist once. Let it *repeat.* ------------------------------------------ New client, authorization renewal, new hire: the steps rarely change. Turn them into a template, and set the chores that come back every week to repeat. - Save the steps you repeat as a named task template - Each item carries its own priority, due date offset, and default role - Apply a template and every task is created at once - Recurring tasks that repeat every set number of days, weeks, or months - The same checklist, done the same way, for every family Template · New client onboarding 5 tasks ⋮⋮Verify insurance eligibility +0 days Intake ⋮⋮Send intake packet +1 day Intake ⋮⋮Schedule assessment +3 days Scheduling ⋮⋮Request assessment authorization +3 days Authorizations ⋮⋮Weekly caseload review · repeats weekly +7 days Clinical director +5 **Template applied**5 tasks created · 1 repeats weekly Workflow rules Write the rule once. The follow-up *happens.* --------------------------------------------- Rules watch your leads for the moments that need a person. When one happens, the task is created, assigned, and announced before anyone has to think about it. - Trigger on a lead status change, missing information, or a document, message, or payer event - Create a task, change the status, and notify the right people - Round-robin assignment across everyone in a staff role - Notifications in the app, by email, or in Microsoft Teams - Cooldowns and run limits so a rule never spams your team - Low-authorization alerts before units run out Lead rule · Missing insurance Active WHEN A lead is missing insurance for 2 days THEN create task Request insurance card ASSIGN round-robin to Intake team NOTIFY In app Email Teams Cooldown **24h** · max **3** runs per lead Staff onboarding Every new RBT, onboarded the same *way.* ---------------------------------------- Give each new hire a checklist the moment they join. Everyone who owns a step can see what's left and what's late. - Onboarding checklist templates for each role and department - Items for documents, system access, training, background checks, and credentials - Each item owned by HR, IT, a manager, credentialing, or the new hire - Due dates and progress for every new team member RBT onboarding 4 of 7 Collect signed offer and I-9 HR Background check HR Create StreamABA account IT Verify RBT credential Credentialing Complete HIPAA training New hire Shadow a session Supervisor Meet the clinical director Manager Questions Tasks & automation *questions.* ----------------------------------- What can a StreamABA task hold? A title, a rich-text description, a status, a priority, a due date, a primary assignee plus additional assignees, labels, and a time estimate. Tasks link to the lead, client, staff member, or authorization they are about. What are task templates? A template is a named list of tasks, each with its own priority, due date offset, and default role. Apply it once and StreamABA creates every task on the list. Can tasks repeat? Yes. A task can repeat every set number of days, weeks, or months, and StreamABA creates the next one on schedule. What can lead workflow rules do? When a lead changes status, is missing information, or has a document, message, or payer event, a rule can create a task, change the status, and notify people in the app, by email, or in Microsoft Teams. How does round-robin assignment work? Assign to a staff role and StreamABA rotates through the people in that role, picking up after the last person assigned, so new leads spread evenly across the team. Live demo · No sales call Let the follow-up happen on its own. -------------------------------------- Stop relying on sticky notes and memory. Leave your work email for instant access to the live demo. No sales call. HIPAA compliant · Signed BAA · Built for ABA Website Work email Goto the Live Demo ![](https://streamaba.com/build/assets/icon-BglRoXWC.svg) [ ![StreamABA](https://streamaba.com/build/assets/logo-dark-Bta4omRy.svg) ](/) The all-in-one practice management platform built specifically for ABA therapy providers. 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